Sales quoting and CPQ automation
Mapping a tangled, expert-dependent quoting process to find where AI could speed it up without losing accuracy.
A company with a genuinely complicated quoting process — customized products, layered pricing logic, technical specs, and internal approvals all in the mix.
The problem
Quotes leaned hard on Excel models and manual sales support. Reps juggled a long list of product configurations, pricing rules, and customer requirements, and the whole thing crawled.
Quoting was slow, inconsistent, and quietly dependent on a couple of internal experts who knew where the bodies were buried.
What we explored
We mapped the quoting workflow and looked for the spots where AI and automation could take the manual load off. A lot of the work was just understanding the pricing logic, the product rules, and the approval steps that kept gumming up the sales process.
The solution
An AI-assisted quoting system that could:
- 01Walk reps through product configuration
- 02Apply pricing rules automatically
- 03Generate quote drafts
- 04Flag anything missing
- 05Wean the team off the manual spreadsheets
- 06Help sales support respond faster
- 07Leave a cleaner audit trail behind each quote
Impact
The goal was faster quote turnaround, more consistent pricing, and a sales team that could move quicker without getting sloppy.
Why this matters
Most businesses don't need a full enterprise CPQ system on day one. What they need is a practical bridge between the manual spreadsheet era and something that actually scales.